MBLY in the 13F filings
Mobileye Global Inc · CUSIP 60741F104
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 31 Jan 2025
- Managers listing it
- 5
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 3 listed it in both
- Shares listed
- 17,182,720
- combined, among listed positions
- Reported value
- $342m
- combined, at the quarter end
Among the 94 comparable managers: 3 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing MBLY in Q4 2024
5 of 5 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Baillie Gifford & Co | 14,489,554 | $289m | 0.22% | Trimmed | -1,145,532 | 31 Jan 2025 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 1,416,424 | $28m | 0.10% | Trimmed | -59,935 | 14 Feb 2025 (the filing on sec.gov) |
| Light Street Capital Management LLC | 766,892 | $15m | 2.81% | New | new | 14 Feb 2025 (the filing on sec.gov) |
| Hudson Bay Capital Management LP | 368,038 | $7.3m | under 0.1% | New | new | 14 Feb 2025 (the filing on sec.gov) |
| ARK Investment Management LLC | 141,812 | $2.8m | under 0.1% | Added | +66,934 | 4 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Light Street Capital Management LLCnew position · 766,892 shares now+766,892
- Hudson Bay Capital Management LPnew position · 368,038 shares now+368,038
- ARK Investment Management LLCexisting position · 141,812 shares now+66,934
Reductions
- Baillie Gifford & Coexisting position · 14,489,554 shares now-1,145,532
- Voloridge Investment Management LLCexisting position · 1,416,424 shares now-59,935
New positions and exits
Exited (1)
- Caxton Associates LLPwas $256k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2022 | 10 | $415m | n.a. | n.a. |
| Q1 2023 | 6 | $521m | n.a. | n.a. |
| Q2 2023 | 16 | $650m | n.a. | n.a. |
| Q3 2023 | 11 | $644m | n.a. | n.a. |
| Q4 2023 | 8 | $757m | 5 | 6 |
| Q1 2024 | 7 | $724m | 6 | 1 |
| Q2 2024 | 4 | $534m | 1 | 3 |
| Q3 2024 | 6 | $242m | 5 | 2 |
| Q4 2024 | 5 | $342m | 3 | 3 |
| Q1 2025 | 11 | $406m | 9 | 3 |
| Q2 2025 | 11 | $559m | 7 | 3 |
| Q3 2025 | 14 | $504m | 9 | 4 |
| Q4 2025 | 12 | $277m | 17 | 19 |
| Q1 2026 | 6 | $122m | 17 | 17 |
| Q2 2026 | 7 | $206m | 15 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
MBLY and GOOGL →MBLY and AMZN →MBLY and MSFT →Choose a stock to compare with MBLY →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own MBLY, latest filings →Back to the 13F Explorer →